ABOUT US

Global capabilities.Local expertise.Institutional standards.

Supporting investors globally since 2010.

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institutional clients

Next-generation technology and industry expertise working together to optimise dividend withholding tax recovery. Smarter reclaims. Faster results.

2011SINCE
8+COUNTRIES
100%FASTER READY

Driving innovation: AI-native tax technology

Our proprietary AI-native platform operates at institutional scale across the full reclaim lifecycle: client portal, real-time visibility, bulk processing, digital signatures, automated checks and digitised onboarding. Every automated process is overseen by a dedicated tax professional. Technology-enabled. Expert-led.

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Shaping the future: FASTER Directive ready

Dividend Refund plays an active role in the EU FASTER Directive workshop committees, helping define the next-generation framework for withholding tax recovery across Europe. The 2030 regulation that will transform WHT recovery processes is already part of our operating model. We are operationally prepared well ahead of most of the market.

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Global reach. Market-specific expertise.

With over 15 years of experience in international withholding tax, Dividend Refund has built a network of direct relationships with tax authorities and specialist law firms across all covered jurisdictions. In the Spanish market, we are the only operator with active, proven capability across CJEU and UFLI routes.

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Selected
clients

Institutional references

Asset managers and custodians who treat withholding tax recovery as a fiduciary obligation, not an afterthought.

  • a&g
  • Renta 4 Gestora
  • a&g
  • Alantra
  • Alkimia Capital
  • Azvalor
  • Banca March
  • Bestinver
  • Caceis
  • GVC Gaesco
  • Creand
  • Alkimia Capital
  • Attitude
  • Fineco
  • Hispanium
  • renta4banco
  • Julius Bär
  • Magallanes
  • Mirabaud
  • Mutuactivos
  • UBS
  • Welzia
  • Welzia
  • UBS
  • Mutuactivos
  • Mirabaud
  • Magallanes
  • Julius Bär
  • renta4banco
  • Hispanium
  • Fineco
  • Attitude
  • Alkimia Capital
  • Creand
  • GVC Gaesco
  • Caceis
  • Bestinver
  • Banca March
  • Azvalor
  • Alkimia Capital
  • Alantra
  • a&g
  • Renta 4 Gestora
  • a&g